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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,190 | $100,792-93.9% | $86,691-92.9% | $134,509-95.4% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,671 | $3,491-52.1% | $2,837-41.1% | $4,741-64.7% |
| Participant deferral / active EE | $2,557 | $5,339-52.1% | $4,656-45.1% | $6,400-60.0% |
| Admin fee / account holder | $32 | $10,924-99.7% | $7,492-99.6% | $11,427-99.7% |